The iEnterprise Outlook Add-in for your CRM* is an easy to use tool for either Specific or Automatic email association!
Automatically detects the sender of a message and saves it in your CRM with a single click. Also saves sent messages with a single click.
When you get a message from a contact not in CRM* you can create an account, contact or lead directly from your mailbox.
When you are in Outlook you can easily and automatically see all the related items in CRM* including accounts, contacts and opportunities, other modules including Custom modules. You can also quickly and easily open the item in CRM* to get even more information.
All the add-in has the same look and feel and most features work similarly though minor differences may exists and those will be mentioned in this guide.
Any feature that involves creating or adding records to your CRM require a License Purchase after the free-trial period.
Text and screenshots may come from any of the supported CRM*, please note that features, navigation and connector design is almost standard across all the connectors.
** Connector for Outlook and Netsuite may have differences in some of the features and UI.